Permit Capital Advisors’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Permit Capital Advisors’s Portfolio BSV Stock Details BSV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	$631K	Buy	+8,173	New	+$649K	0.24%	52

Other funds holding BSV

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

PCA

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return

TAIM

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Permit Capital Advisors's BSV Position: Q1 2022 in Review

Permit Capital Advisors opened a new position in Vanguard Short-Term Bond ETF (BSV) in Q1 2022: 8,173 shares worth $631K. The stake represents 0.24% of the portfolio and ranks #52 among its holdings.

1,159 funds tracked by Wall St. Rank hold BSV as of Q1 2022.

Permit Capital Advisors held 8,173 shares of Vanguard Short-Term Bond ETF worth $631K as of Q1 2022.
Vanguard Short-Term Bond ETF was a new Permit Capital Advisors position in Q1 2022.
Vanguard Short-Term Bond ETF made up 0.24% of Permit Capital Advisors's portfolio in Q1 2022, its #52 holding.
1,159 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q1 2022.

Based on Permit Capital Advisors's 13F filing for Q1 2022, filed 16 May 2022.